1 день назад
Senior Relationship Banker (Fintech)
22 - 37$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Relationship Banker (Fintech): Building and expanding retail and business banking relationships through proactive sales, customer outreach, portfolio management, and financing support with an accent on complex customer needs, loan applications, and financial product education. Focus on developing business opportunities, managing fraud and regulatory risks, and coordinating retail and business banking solutions for customers.
Location: Buffalo, New York, United States of America; onsite branch role with face-to-face customer interaction.
Salary: $22.61–$37.67 per hour.
Company
M&T Bank provides retail and business banking products and services.
What you will do
- Develop, expand, and retain retail and business banking relationships through proactive customer outreach and portfolio management.
- Conduct customer assessments, account opening, appointment preparation, outbound calling, follow-up, and referral activities.
- Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
- Explain consumer debt, mortgage, HELOC, business banking, treasury management, and merchant services products.
- Build referral relationships with community contacts and internal business partners, including business bankers and mortgage loan originators.
- Apply KYC, CIP, fraud prevention, audit, SAFE Act, and other operational risk controls.
Requirements
- High school diploma or GED and either at least 3 years of retail sales, call center, customer service, or telesales experience, or at least 2 years of proactive sales experience.
- Strong verbal communication, interpersonal, organization, time management, and prioritization skills.
- Exceptional customer service and tactful communication with internal and external customers.
- Demonstrated financial services product knowledge and user-level internet proficiency.
- Ability to stand for long periods, interact with customers in an open face-to-face environment, read fine print, and lift objects weighing 5–30 pounds.
- Ability to work onsite in Buffalo, New York.
Nice to have
- Associate degree.
- Notary public license.
- At least 3 years of financial services sales experience.
- Additional language skills based on branch needs.
Culture & Benefits
- Fair, competitive, and market-informed compensation.
- Work focused on customer relationships, community networking, and inclusive service.
- Opportunity to support retail and business customers across complex financial needs.
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